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Z/EQ-i & Stress – JUN 05
 
© 2005 Henry L. Thompson, Ph.D.
1
 
The Impact of Stress on the BarOn EQ-i
®
Reported Scoresand A Proposed Model of Inquiry
1
 
High Performing Systems, Inc.Technical Report #15-5Henry L. Thompson, Ph.D.
Abstract
This study looked at the impact of a “normal” mindset versus a “stressed” mindset on the reported scores of the BarOn EQ-i instrument,a self-report instrument that purports to measure emotional intelligence. The results indicated that with a simple set of instructionsasking respondents to assume a very stressed mindset, significant downward changes in the total emotional intelligence and all 15subscale scores were observed. The significant main effect for mindset has numerous implications, the most obvious being that individuals should not complete the instrument while in a stressed mindset. A second implication is that the relationship betweenemotional intelligence and stress might be such that stress actually reduces an individual’s ability to use his/her full emotionalintelligence capacity. The dynamic relationship among emotional intelligence, stress and leader performance might also be visualizeand predicted through the use of a catastrophe theory model.
 
Stress is one of the major factors leaders must contend with in today's workplace. Tangri (2003) states:
Stress costs American business more than $300 Billion annually in lost productivity, absenteeism, accidents,employee turnover, and medical, legal and insurance fees, and workers’ compensation awards. This is morethan 15 times the cost of all strikes combined. In Canada, the annual cost to business is $16 Billion, which isequivalent to 14% of total net profits. Total costs to employers for accidents and work-related ill health in theUnited Kingdom is £7.3 Billion.
Stress in the workplace is not expected to become any less problematic in the near future. Leaders will continue to contendwith stressful work environments.Thompson (1983) identified stress management—the leader’s ability to cope with his/her own stress as well as reduce stress inthe work environment—as a core leader competency in both military and civilian organizations. Since 1988 results of theAssessment of Basic Leader Effectiveness
®
, a multi-rater instrument, continue to validate the role of stress management as aleader competency.Numerous articles have been published on the influence of emotional intelligence (EI) on successful leader effectiveness(Goleman, 1995; Goleman, 1998; Cherniss, 2004). As EI and leadership research continues to accumulate, there appears to bea fairly conclusive base of support for the hypothesis that leaders with high EI tend to outperform leaders with low EI. Even so,anecdotal cases of leaders with high EI tending to derail under stress are fairly common. These special cases of high EIleadership failures raise the question of “Is EI—or at least the way we purport to measure EI—susceptible to the influence of stress?”
1
The EQ-i is a registered trademark of Multi-Health Systems, Inc. Myers-Briggs Type Indicator and MBTI are registered trademarks of the Myers-BriggsTrust Foundation. FIRO is a registered trademark of CPP, Inc. Element B is a trademark of BCon WSA International, Inc. Assessment of Basic LeaderEffectiveness is a trademark of High Performing Systems, Inc.
 
Z/EQ-i & Stress – JUN 05
 
© 2005 Henry L. Thompson, Ph.D.
2
Stress, according to Hans Selye (1978), one of the foremost authorities on stress, is
the body’s non-specific reaction to anydemand made upon it.
That is, the body produces predictable physiological and behavioral responses when any exogenous orendogenous stimulus acts on it. For example, stressful situations such as winning a million dollars, getting a divorce or apromotion produce the same core physiological symptoms. Using Selye’s definition of stress would result in many leadershipsituations having a high probability of being categorized as stressful, even for senior executives.Based on a review of the stress and EI literature, it is reasonable to expect that some or all EI scales should show a response tostress. For example, a characteristic behavioral response to stress is withdrawal from social interaction. Thus, one would expectto see a decrease in Interpersonal Relationship scores when a leader is experiencing high levels of stress. Other examples mayinclude lower scores on Self-Regard, Happiness and Optimism.Slaski and Cartwright (2002) found a significant relationship between EI as measured by the EQ-i, subjective stress andperformance such that managers who scored higher on the EQ-i reported less subjective stress and demonstrated bettermanagement performance. They also suggest that EI might play an important role in mitigating the impact of stress. Thus, theypropose that EI training might be a means of reducing stress.An exercise developed by Schutz (1984) to demonstrate the impact of high and low self-esteem on individual performanceconsists of having two groups of three people each perform a work task in front of the class. The only difference in thedirections between the two groups was that members of one group were told to think of a time they had very low self-esteem just prior to entering the classroom to receive their task. The second group was told to think of a time when they had very highself-esteem. The difference in task performance between the two groups was dramatic with the high self-esteem groupsignificantly outperforming the low self-esteem group in both quality of task performance and attitude. The power of thought-induced attitude change caused by a one-sentence direction given 60 seconds prior to receiving task instructions was dramatic.Along this same line, the mindset of an individual completing a self-report has been shown to influence how he/she responds toa questionnaire. The
 Myers-Briggs Type Indicator 
®
 
(MBTI
®
)
Manual
(McCaulley, Quenk & Hammer, 1998) suggests that“reported” Type might be influenced by external factors:
Some people have trouble finding the right mind-set for answering the MBTI. The setting in which theyanswer the questions may influence them to report their “work self,” “school self,” “ideal self,” or someother self that is specific to external demands
(p. 108).Thompson and Walsh (2000) had respondents complete the MBTI instrument twice. The instrument was completed once withdirections designed to create a “job” mindset (actually completed while at work). The instrument was completed a second time,on a different day, at home, with instructions designed to create a “home” mindset. The sequence of administrations wasrandomized within the group. The findings revealed a significant main effect for mindset. Even though the MBTI instrumentappears to be relatively robust with high test-retest reliability (
=.92; McCaulley, et al., 1998), the individual’s mindset has asignificant influence on the outcome of the self-report. Furthermore, the mindset was created with a simple set of instructions.Ware, Rytting and Jenkins (1994) found that when respondents were instructed to place themselves into a “stressed” mind-setand complete the MBTI instrument, their scores moved from their validated type preferences toward I, S, and T. The Ware, etal., findings suggest that self-report instruments can be easily influenced by instruction-induced “stressed” mindsets.In a similar study, Thompson (2001) found that when people were asked to complete FIRO
®
Element B
(a self-reportinstrument) with instructions designed to create “normal” and “stressed” mindsets, the two sets of scores were significantlydifferent. The “stressed” mindset scores, although significantly lower in the aggregated data, were not always lower at theindividual level. Some individuals did not change in the predicted direction. As a group, they showed a significant drop indesire for social interaction (to include others or be included) and desire to be open (share their own personal feelings or haveothers share their personal feelings with them). It could be inferred from the Element B changes and the MBTI changesdescribed above that EI might change during stressful situations.The EQ-i, a self-report instrument that purports to measure EI, reports a Stress Tolerance subscale test-retest reliabilitycoefficient dropping from 0.79 at one month to 0.55 at four months (Bar-On, 2002). There is speculation around why thissubscale is so low after only one month (0.79) and, particularly, why it drops to the very low 0.55 three months later. Of thefifteen subscales, Stress Tolerance appears to be the least reliable and stable. This lack of stability suggests that StressTolerance is susceptible to variations in the environment and/or mindset of the respondent.The purpose of this study was to examine the impact of mindset on EI as reported by the BarOn EQ-i instrument. The studiescited above provide support for the ability to create a “stressed” mindset through instructions. There is also reason to expectthat at least some of the subscales will be influenced by the mindset of the respondent resulting in lowered subscale scores. If this hypothesis is true, it may have many implications, one of which is an explanation for why some high EI leaders derail.
 
Z/EQ-i & Stress – JUN 05
 
© 2005 Henry L. Thompson, Ph.D.
3
 
Method
The participants in the study were 62 (53% male and 47% female) supervisor and management level volunteers from theUnited States. Their ages ranged from 22 to 63. Each participant received feedback on both the “normal” and “stressed”mindset version of the EQ-i (133).Participants completed the EQ-i twice, with 1 to 5 days between completions, using a different mindset each time. In the
A
normal
@
mindset they responded to the questions following the standard (“normal”) EQ-i instructions. In the “stressed”mindset they answered the questions using the following instructions:
Complete the EQ-i pretending that you are very stressed, and respond to the questions the way you think you would if  you were really this stressed.Pretend that your evil twin Skippy has totally taken over. You have passed the edge of the Crazy Threshold. Mentallyvisit a situation (work or personal) where you were very stressed, and then complete the EQ-i in this very stressed mindset.
The instruments were processed online through Multi-Health Systems, Inc., publisher of the EQ-i, and the reports wereprovided to the researchers.
Results
The first step in the data analysis was to create the basic statistics for each group. Tables 1 and 2 show these statistics.
N Mean Min MaxSD
 
N MeanMinMax SDTEI
62 101.1 75.0 117.09.4 
S TEI
6280.610.0111.0 22.5
SR
62 100.9 69.0 121.012.3 
S SR
6288.951.0116.0 16.9
ES
62 98.7 69.0 124.012.4 
S ES
6291.838.0125.0 18.5
AS
62 101.9 52.0 126.013.0 
S AS
6292.239.0123.0 19.0
IN
62 103.9 69.0 126.012.4 
S IN
6295.132.0126.0 20.3
SA
62 101.4 66.0 121.012.2 
S SA
6282.318.0117.0 21.0
EM
62 96.5 62.0 123.016.0 
S EM
6281.59.0 116.0 22.0
RE
62 99.4 72.0 122.011.8 
S RE
6282.55.0 124.0 22.6
IR
62 95.0 70.0 120.012.6 
S IR
6279.130.0114.0 17.3
ST
62 103.9 62.0 126.011.8 
S ST
6289.145.0123.0 19.1
IC
62 102.6 78.0 122.010.6 
S IC
6291.248.0124.0 16.7
RT
62 102.9 76.0 122.010.5 
S RT
6290.721.0128.0 21.5
FL
62 101.3 62.0 127.012.8 
S FL
6285.835.0123.0 18.4
PS
62 101.9 78.0 130.011.0 
S PS
6286.729.0122.0 20.6
OP
62 100.4 72.0 119.010.7 
S OP
6283.619.0118.0 20.9
HA
62 100.2 65.0 117.011.2 
S HA
6279.231.0113.0 19.4
IN
60 4.1 0.0 12.02.4 
SIN
604.9 1.0 10.0 2.3
PI
60 110.9 82.0 141.013.7
 SPI
60105.279.0141.0 15.2
NI
60 96.1 87.0 126.09.8
 SNI
60108.687.0186.0 22.9
Table 1 Table 2 Normal Means Stressed Means
 Table 1 shows that the “normal” group was slightly above average on eleven of the fifteen subscales and the average standarddeviation (SD) was 12.4. The instrument’s SD is 15. The Inconsistency Score average was 4.1 with a range of 0 to 12. ThePositive Impression average score was 110.9 with a range of 82 to 141. The Negative Impression average score was 96.1 with arange of 87 to 126.
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